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Invesco India Flexi Cap Fund vs Tata Flexi Cap Fund compare
Invesco India Flexi Cap Fund - Growth
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Fund | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2472 Cr | ₹3263 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 11 Feb 2022 | 06 Sep 2018 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 97% | 69.17% |
| Expense Ratio | 1.96 | 1.94 |
| Manager | Amit Ganatra | Amey Sathe |
| ISIN Code | INF205KA1460 | INF277K019K2 |
| Exits Load | Invesco India Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Month | 3.7% | 2.59% |
| 6 Month | -4.59% | 2.39% |
| 1 Year | 10.84% | 9.04% |
| 3 Year | 26.4% | 19.15% |
| 5 Year | - | 19.93% |
SIP Return Analysis
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | 9.46% | 8.65% |
| 1 Year | 9.39% | 11.42% |
| 3 Year | 23.77% | 17.64% |
| 5 Year | - | 15.87% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 25.45% | 13.43% |
| 3 Year | 18.34% | 15.32% |
| 5 Year | - | 15.31% |
Risk Management
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 12.07% |
| Sharp | - | 0.89% |
| Beta | - | 0.85% |
| Alpha | - | 0.54% |
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Fund Managers
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Name | Amit Ganatra | Amey Sathe |
| Total AUM | ₹23585 Cr | ₹11910 Cr |
| Funds Managed | 5 | 4 |
| Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
Market Cap
| Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 4.45 | 6.37 |
| Large Cap | 47.35 | 58.68 |
| Small Cap | 23.55 | 21.18 |
| Mid Cap | 24.65 | 13.77 |
Sector Allocation
| Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 2.52 | 4.72 |
| Communication Services | 2.94 | - |
| Energy | 3.33 | - |
| Technology | 10.43 | - |
| Financial Services | 24.35 | - |
| Consumer Cyclical | 20.14 | - |
| Industrials | 14.45 | - |
| Healthcare | 10.36 | - |
| Real Estate | 3.23 | - |
| Basic Materials | 4.79 | - |
| Utilities | 1.51 | - |
| Consumer Defensive | 1.95 | - |
| Petroleum Products | - | 4.72 |
| Cement & Cement Products | - | 6.74 |
| Personal Products | - | 3.11 |
| Construction | - | 3.86 |
| Finance | - | 10.08 |
| Ferrous Metals | - | 2.64 |
| Consumer Durables | - | 3.92 |
| Non - Ferrous Metals | - | 0.9 |
| Insurance | - | 1.14 |
| Pharmaceuticals & Biotechnology | - | 3.06 |
| Banks | - | 23.7 |
| Realty | - | 2.35 |
| Agricultural, Commercial & Construction Vehicles | - | 1.46 |
| Industrial Manufacturing | - | 0.07 |
| Telecom - Services | - | 1.49 |
| Diversified FMCG | - | 2.45 |
| Retailing | - | 4.7 |
| Food Products | - | 1.88 |
| Leisure Services | - | 1.18 |
| Transport Services | - | 0.37 |
| Auto Components | - | 2.68 |
| Healthcare Services | - | 2.01 |
| IT - Software | - | 4.12 |
| Automobiles | - | 3.14 |
| Fertilizers & Agrochemicals | - | 0.38 |
| Transport Infrastructure | - | 1.17 |
| Capital Markets | - | 1.96 |
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